William Blair Has Optimistic Outlook of MSM Q3 Earnings

MSC Industrial Direct Company, Inc. (NYSE:MSM - Free Report) - William Blair upped their Q3 2025 earnings estimates for MSC Industrial Direct in a research report issued to clients and investors on Tuesday, July 1st. William Blair analyst R. Merkel now expects that the industrial products company will post earnings of $1.08 per share for the quarter, up from their prior estimate of $1.05. The consensus estimate for MSC Industrial Direct's current full-year earnings is $3.57 per share. William Blair also issued estimates for MSC Industrial Direct's Q4 2025 earnings at $1.04 EPS, FY2025 earnings at $3.71 EPS, Q3 2026 earnings at $1.18 EPS, Q4 2026 earnings at $1.11 EPS and FY2026 earnings at $4.09 EPS.

MSC Industrial Direct (NYSE:MSM - Get Free Report) last issued its quarterly earnings results on Tuesday, July 1st. The industrial products company reported $1.08 EPS for the quarter, topping analysts' consensus estimates of $1.03 by $0.05. MSC Industrial Direct had a return on equity of 14.99% and a net margin of 5.30%. The company had revenue of $971.15 million for the quarter, compared to analysts' expectations of $969.72 million. During the same quarter last year, the business earned $1.33 earnings per share. MSC Industrial Direct's revenue was down .8% on a year-over-year basis.

Several other research firms have also recently weighed in on MSM. Stephens upped their target price on MSC Industrial Direct from $85.00 to $90.00 and gave the stock an "equal weight" rating in a research note on Wednesday. Wolfe Research upgraded shares of MSC Industrial Direct to a "strong-buy" rating in a research report on Sunday, April 6th. Loop Capital raised their price objective on MSC Industrial Direct from $74.00 to $84.00 and gave the company a "hold" rating in a report on Wednesday. Robert W. Baird upped their target price on MSC Industrial Direct from $84.00 to $95.00 and gave the stock a "neutral" rating in a report on Wednesday. Finally, JPMorgan Chase & Co. upgraded MSC Industrial Direct from a "neutral" rating to an "overweight" rating and increased their target price for the company from $73.00 to $89.00 in a research report on Tuesday, May 27th. Three analysts have rated the stock with a hold rating, one has given a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, MSC Industrial Direct presently has a consensus rating of "Moderate Buy" and a consensus target price of $90.33.

MSC Industrial Direct Price Performance

Shares of NYSE:MSM traded up $0.36 during midday trading on Thursday, hitting $89.97. The stock had a trading volume of 706,491 shares, compared to its average volume of 619,471. The company's 50-day moving average price is $80.58 and its 200-day moving average price is $79.38. MSC Industrial Direct has a fifty-two week low of $68.10 and a fifty-two week high of $90.85. The company has a quick ratio of 0.88, a current ratio of 1.92 and a debt-to-equity ratio of 0.21. The company has a market capitalization of $5.01 billion, a P/E ratio of 25.42 and a beta of 0.87.

MSC Industrial Direct Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 23rd. Shareholders of record on Wednesday, July 9th will be issued a dividend of $0.85 per share. This represents a $3.40 annualized dividend and a yield of 3.78%. The ex-dividend date of this dividend is Wednesday, July 9th. MSC Industrial Direct's payout ratio is presently 89.71%.

Insiders Place Their Bets

In other news, Director Mitchell Jacobson purchased 27,642 shares of the company's stock in a transaction dated Tuesday, April 8th. The shares were purchased at an average price of $69.77 per share, for a total transaction of $1,928,582.34. Following the transaction, the director owned 1,951,725 shares of the company's stock, valued at approximately $136,171,853.25. This trade represents a 1.44% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Corporate insiders own 18.30% of the company's stock.

Institutional Trading of MSC Industrial Direct

A number of institutional investors have recently bought and sold shares of the company. Treasurer of the State of North Carolina grew its position in MSC Industrial Direct by 0.6% in the 4th quarter. Treasurer of the State of North Carolina now owns 20,179 shares of the industrial products company's stock worth $1,507,000 after purchasing an additional 130 shares in the last quarter. Covestor Ltd boosted its stake in shares of MSC Industrial Direct by 6.6% in the 4th quarter. Covestor Ltd now owns 2,325 shares of the industrial products company's stock worth $174,000 after buying an additional 143 shares during the last quarter. Beverly Hills Private Wealth LLC grew its holdings in shares of MSC Industrial Direct by 4.5% in the first quarter. Beverly Hills Private Wealth LLC now owns 3,755 shares of the industrial products company's stock valued at $292,000 after acquiring an additional 163 shares in the last quarter. Orion Portfolio Solutions LLC grew its holdings in shares of MSC Industrial Direct by 0.4% in the fourth quarter. Orion Portfolio Solutions LLC now owns 38,611 shares of the industrial products company's stock valued at $2,884,000 after acquiring an additional 166 shares in the last quarter. Finally, Parallel Advisors LLC increased its position in shares of MSC Industrial Direct by 6.1% during the first quarter. Parallel Advisors LLC now owns 3,792 shares of the industrial products company's stock valued at $295,000 after acquiring an additional 217 shares during the last quarter. Institutional investors own 79.26% of the company's stock.

MSC Industrial Direct Company Profile

MSC Industrial Direct Co, Inc, together with its subsidiaries, distributes metalworking and maintenance, repair, and operations (MRO) products and services in the United States, Canada, Mexico, the United Kingdom, and internationally. The company's MRO products include cutting tools, measuring instruments, tooling components, metalworking products, fasteners, flat stock products, raw materials, abrasives, machinery hand and power tools, safety and janitorial supplies, plumbing supplies, materials handling products, power transmission components, and electrical supplies.